“I honestly don’t know how’d we be doing this raise as successfully and professionally and time-saving without IDR.”
The Mission Bay Capital Partners team started feeling some growing pains as their deal flow and investor count started to rapidly increase.
As the person responsible for managing the capital raise, Kristine Jefferson felt the pain of managing the chaotic stream of spreadsheets, email, Dropbox, and Docusign more than most. After a particularly difficult raise she started looking everywhere for a user friendly solution that she could use to centralize and organize her team’s capital raise and investor management processes.
“After spending many hours with IMS and CrowdStreet and then meeting Josiah and hearing him speak about the company and product it was a quick decision.
Mission Bay’s first raise after implementing Investor Deal Room was a huge success.
With a little training from their account manager they have been able to increase their investor count and do successively larger and larger deals while still providing their investors with an institutional quality experience.
“I honestly don’t know how’d we be doing this raise as successfully and professionally and time-saving without this.”
Private equity fund management company streamlines investor management while scaling to hundreds of investors.
Co-sponsor allows 500+ investors to see all their deals across multiple operators in one place.
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